Hedge Fund Software

SmartDocs

Name: SmartDocs
Brand: Obsidian Suite

Electronic KYC and subscription document system for hedge fund managers

By Obsidian Suite

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Bonds / Stocks
Online
Live Online
Web-Based, Cloud, SaaS
+16 more

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TrustList summary

SmartDocs is an electronic solution for investor KYC and subscription documents. Web forms are designed to remove errors and omissions and to cut the back-and-forth with clients.

It is part of the Obsidian Suite, which also covers investor relations portals, business intelligence and CRM.

Features

Web forms: guided entry that avoids missing or wrong information.
Electronic signature: optional signing inside the process.
KYC vault: stores entered data and warns of upcoming maturities and ID expiries.
Pre-population: reuses stored data in later documents, which the vendor says reduces time on complex documents by 98%.

Who it works with

Fund managers who collect subscription documents and KYC information from investors.

Key facts

Product family: Obsidian Suite

Summary written by TrustList from the business's own published information, Oct 2026.

Rankings

SmartDocs is ranked on 3 TrustList rankings: #5 on 3.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. SmartDocs has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Hedge fund software · 3 rankings

On 2 of these it sits behind Numerix, ahead of HedgeTek.

#5of 6
Compliance management
It is the only one of the 6 here listing benchmarking and bonds / stocks.
Of the 6 here, 4 also cover investor accounting and 4 also cover investor reporting.
#5of 6
Investor reporting
It is the only one of the 6 here listing commodity futures and risk management.
Of the 6 here, 4 also cover compliance management and 3 also cover fund management.
Behind STaARS, ahead of HedgeTek.
#5of 6
Web based cloud saas
It is the only one of the 6 here listing portfolio management and one of 2 here listing accounting management.
Of the 6 here, 2 also cover for hedge funds and 2 also cover market risk management.

As of 2026-11-05. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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